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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Rmr Wealth Builders, Inc. (swap one in):+ Certified Advisory Corp $3.04B · Altamonte Springs, FL+ Gibson Capital, LLC $3.03B · Wexford, PA+ Abner Herrman & Brock, LLC $2.74B · Jersey City, NJ+ Cfs Investment Advisory Services LLC $2.73B · Totowa, NJ
Montclair, NJ
Lincoln, NE
Aspen, CO
Assets under management$2.89B$3.03B$3.03B
Asset growth, last 2 years+70%+22%+27%
Advisory staff491415
Individual clients1,9078941,115
Assets per client$1.5M$3.4M$2.7M
Clients per advisor396474
Main custodianFidelitySchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio541419

From each firm's latest Form ADV (Apr 2026, Jan 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolRmr Wealth Builders, Inc.Pittenger & Anderson IncObermeyer Wealth Partners
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Rmr Wealth Builders, Inc.: Fidelity · Pittenger & Anderson Inc: Schwab · Obermeyer Wealth Partners: Schwab